Independent Fiduciary Financial Advice, Investment Advice & Retirement Planning
At Serenity Wealth Management, our tagline, “Not the Same Old Advice”, comes from our skepticism that some traditional investment advice and strategies are sub-optional in today’s volatile stock markets. We believe investment advice and retirement planning should consider more than just traditional asset allocation, performance optimization and diversification. Our pledge to you is that we will design a plan to achieve your goals. We don’t sell, instead we educate and inform. We pledge to show you unique options that go beyond the tradition solutions you already seen before. Serenity Wealth Management offers “Not the Same Old Advice” regarding both investment advice, tax, real estate and retirement planning.
By leveraging our knowledge, experience, and turnkey asset management platform we help, our clients with planning their successful retirement and achieving investment goals. Curtis Hill, Certified Financial PlannerTM, and Irina Hill, CPA, MBA, Realtor bring all their unique skills to the table. Independent fiduciary financial advice, investment advice and retirement planning is our goal here at Serenity Wealth Management.
Serenity Wealth Management is an independent fiduciary investment and financial advisor firm providing planning-based wealth management for individuals, families, and small businesses. Investment advice includes fiduciary fee based separately managed investment accounts. Our goal is to provide “Serenity” and certainty in your retirement plan. Planning services including fixed and index insurance solutions when appropriate. Curtis Hill and Irina Hill are also Investment Advisor Representatives (IARs) at the Registered Investment Advisor (RIA) firm Portfolio Medics, LLC. Investment advisory services are offered through a separate entity, Portfolio Medics, LLC, a SEC registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated.
Independence
As an independent fiduciary financial and investment advisors and retirement planning organization, Serenity Wealth Management has access to a wide universe of financial products. This allows us to provide solutions most beneficial to you. There is no pressure or bias toward a big firm’s proprietary solution or strategies. Since Curtis and Irina are both security and insurance licensed, they can provide a broad spectrum of solutions. This allows us to recommend solutions best suited for our clients. You will find this a refreshing difference from how large investment broker/dealer firms may have been guiding you.
Advice
We look beyond the old school traditional investment advice and retirement planning methods. Our personalized holistic approach protects you from risks you might have never thought about while applying solutions you might have never heard of before. We hope to educate you about some of the investment and retirement blind spots that you may not be considering. That is why our tag line is “Not the Same Old Retirement Advice.”
Security
Serenity Wealth Management provides the security and safety of $1,000,000 per claim / $3,000,000 annual aggregate Errors and Omissions insurance coverage. This coverage is through the National Association of Professional Agents. Serenity Wealth Management only offers insurance solutions from quality “A” rated or better insurance carriers by AM Best.
Curtis Hill and Irina Hill are Investment Advisor Representatives, IARs, offering investment advisory services through, Portfolio Medics, LLC, assures that such investments will only be held in custodianship at major financial firms such as Axos and similar nationally known firms. Portfolio Medics, LLC, is a SEC registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. Having an independent firm reporting your positions and account value is an important safeguard and security feature. Curtis Hill, Irina Hill, or Portfolio Medics do not directly hold or accept any funds.
What qualifies us as your advisors
As a Certified Financial PlannerTM, Curtis Hill has met the exhaustive training and ethical standards of the CFP board. Curtis has passed the exhaustive CFP exam. Curtis is also subject to continued CFP educational requirements and CFP compliance review. Mr. Hill has been providing investment and retirement advice since 1994.
As a Certified Public Accountant, CPA, Irina Hill has met the exhaustive training and ethical standard of the California Board of Accountancy, CPA board. Irina has passed the exhaustive CPA exam. Irina is also subject to continued CPA educational requirements and CPA compliance review. Ms. Hill has been providing tax and fiduciary financial advice since 2002.
As Investment Advisor Representatives, (IARs), Both Curtis Hill and Irina Hill are IARs working for a RIA, firm Portfolio Medics, LLC. Curtis and Irina have met the exhaustive training and ethical standards to become an IAR. Both Curtis and Irina have passed the exhaustive IAR exam commonly known as the SEC series 65 or 67. Both Curtis and Irina are also subject to continued IAR educational requirements and IRA compliance review.
What is the Difference Between IAR and RIA?
A RIA (Registered Investment Advisor) is a firm that provides investment advice for a fee, while an IAR (Investment Advisor Representative) is the individual who works for that RIA and delivers the advice to clients. RIAs are legal entities, like a financial advisory firm, registered with state or federal authorities (like the SEC). These firms follow fiduciary advice standard. IARs are professionals within RIA firms meeting regulatory requirements and fiduciary standard, putting their clients’ best interests first.
Service Areas
Curtis Hill, CFP and Irina Hill, CPA provide fiduciary financial advice, investment advice, retirement planning, annuity and life insurance in the Long Beach, CA; Lakewood, CA; Carson, CA; Bixby Hills, CA; Signal Hill, CA; and Los Angeles, CA areas. We are also happy to service clients nationwide through phone and Zoom connections.
We look forward to helping you pursue your financial plan and retirement goals and are thankful for your continued trust.
Go to the calendar link below to schedule an appointment with experts, Curtis Hill or Irina Hill. Discover how a discussion with the right person can change your life. Learn how “Not the Same Old Advice” can benefit you.